# Build a complete client onboarding kit with one request

> You ask once, and several Claudes build the deck, email, and checklist at the same time.

Give Claude Cowork one job: prepare a new client's full onboarding. It splits the work across several Claudes at once and saves a welcome deck, welcome email and checklist to your folder.

- Page: https://thesolocreators.com/prompts/client-onboarding-kit/
- Category: Wow your clients
- Made for: Coaches, Consultants, Small business owners
- Works in: Claude, ChatGPT
- Time: About 30 minutes
- Effort: Advanced
- Note: Cowork runs in the Claude desktop app on paid plans.

## The prompt

Fill in the parts in [square brackets], or leave them and the AI will ask you for them.

```text
Prepare the full client onboarding for my new client [CLIENT NAME, e.g. Maya Chen], who just signed up for my [YOUR OFFER, e.g. 12-week leadership program]. Create three files in this folder: 1) a short welcome slide deck (8 to 10 slides) covering what we'll achieve, how we'll work together, the timeline, how to reach me, and what I need from them, 2) a warm welcome email from me that confirms the start date of [START DATE, e.g. May 6], links to [SCHEDULING LINK], and sets expectations for the first 30 days, and 3) a simple onboarding checklist for both of us, with owners and due dates. Use the details in [OFFER DOCUMENT, e.g. offer.pdf] and match my tone from [VOICE SAMPLE, e.g. a past welcome email]. Ask me any questions first.
```

## Step by step

1. Open Cowork in the Claude desktop app and point it at a folder for this client.
2. Add your offer details and any old onboarding documents to that folder.
3. Paste the prompt.
4. Review the files and personalize the welcome email.

## What you'll get

Three ready-to-review files: a welcome deck, a welcome email, and a shared onboarding checklist.

## Good to know

**Which AI tools does this work in?** It works in Claude and ChatGPT. On this page, Claude and ChatGPT open with your prompt already typed in. Cowork runs in the Claude desktop app on paid plans.

**How long does it take?** About 30 minutes. It's rated "Advanced". There are 4 steps, listed above.

**What do I need before I start?** Just your details for 6 blanks: client name, your offer, start date, scheduling link, offer document and voice sample. You can skip any, and your AI will ask for them.

**What will I get back?** Three ready-to-review files: a welcome deck, a welcome email, and a shared onboarding checklist.

Idea spotted on X, shared by @rubenhassid: https://x.com/rubenhassid/status/2082708188005298461. The prompt is The Solo Creators' own version.

## Go further

Ready-made skills in the Solo Creators AI Studio (https://thesolocreators.com/studio/) that fit this: Website Audit (An evidence-cited, branded audit of any site, ready to hand a client); Slide Deck Designer (A blog post or an idea into a beautiful, on-brand deck. No Canva, no Gamma, no designer).

From AI Use Cases and Prompts by The Solo Creators: https://thesolocreators.com/prompts/. Free to use; please link back to the page when you share it.